Ad is loading...
BVALX vs VMVIX
BVALX vs VMVIX Comparison
Open Charts BVALX vs VMVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$13.38
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Investor
Price$60.30
Change+$0.31 (+0.52%)
VolumeN/A
Net Assets29.86B
BVALX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VMVIX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVALX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. BVALX (1.67B). VMVIX pays higher dividends than BVALX: VMVIX (2.20) vs BVALX (1.42). BVALX was incepted earlier than VMVIX: BVALX (7 years) vs VMVIX (19 years). BVALX (0.55) is less costly to investors than VMVIX (0.19). BVALX is a more actively managed with annual turnover of: 24.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than BVALX: VMVIX (3000) vs BVALX (1000000). VMVIX annual gain was more profitable for investors over the last year : 1.70 vs. BVALX (-10.33). VMVIX return over 5 years is better than : 75.24 vs. BVALX (47.20).
| BVALX | VMVIX | BVALX / VMVIX | |
| Total Expense Ratio | 0.55 | 0.19 | 289% |
| Annual Report Gross Expense Ratio | 0.55 | 0.19 | 289% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | -9.339 | -5.755 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 29.9B | 6% |
| Annual Yield % from dividends | 1.42 | 2.20 | 65% |
| Returns for 1 year | -10.33 | 1.70 | -610% |
| Returns for 3 years | 5.73 | 4.08 | 141% |
| Returns for 5 years | 47.20 | 75.24 | 63% |
| Returns for 10 years | N/A | 66.99 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...